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The Fundraiser Prospecting Sheet

The Fundraiser Prospecting Sheet
The Fundraiser Prospecting Sheet

Successful fundraising begins with a plan.

Before sending your group out to sell, ask them to write down who they feel will buy from them. This is where prospecting sheets can help jump-start your fundraiser.

Creating a list of prospects helps your students develop a sales roadmap. The prospecting sheet also allows them to track their progress as they go.

This helps them identify people they feel comfortable approaching, making the selling process more accessible, and reinforcing seller confidence, which in turn increases the likelihood of making more sales.

It only takes a couple of successful encounters to create the positive momentum to reach their sales goal. Finally, brainstorming on a list also causes students to think of additional people to talk to.

Creating and Tracking Your List

Have your students complete a prospect list during your kickoff meeting by identifying 15 people they agree to approach over the next three days. Once they have approached someone, regardless of whether they make a purchase or not, ask them to check the ‘approached’ box. If the prospect makes a purchase, have them check the ‘purchased’ box.

Ideas for Prospects

Coming up with prospects can be endless and may include your postal carrier, grocery clerk, gas station attendant, teachers, paper carrier, minister, youth leader, aunts, uncles, brothers, sisters, and grandparents, to name a few. Prospecting sheets will help make getting started much more accessible. Instead of simply going out to attempt to make random sales to anyone, students can now use a well-defined ‘cheat sheet’.

To ensure your students update their list, we recommend asking them to show it to you periodically. To make this fun and motivational, consider incorporating our Money Incentive Game into your check-in days.

Get Your Free Prospecting Sheet

Receive your complimentary prospecting sheet by completing our ‘Download Your Free Prospecting Sheet’ form.

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What Our Customers Say

5

Big Fundraising Ideas provides an excellent product and excellent service. The individuals who delivered the cookie dough were very helpful as well. I would definitely recommend them to other schools considering a fundraiser.

Misty Upton
PTA Secretary
Stricklin Elementary
Raised:
$27,286.00
5

The overall service that we received from Big Fundraising Ideas was exceptional. Easy and profitable!

Lanaie Morgan
Teacher
Alder School
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$1,000.00
4

Working with Big Fundraising Ideas was a pleasure. They are very helpful, quick to respond and able to answer any and all questions...before and after the fundraiser!!

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Vice Principal
Flag View Intermediate
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$33,410.50
5

We have worked with Big Fundraising Ideas for 5 years now and are completely pleased with their service. I would recommend them to everyone!

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PTA President
Flour Bluff Intermediate
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$17,384.50
5

Our Big Event Fundraiser was the most profitable fundraiser we have ever had. The overall service was exceptional and I will definitely recommend them to others.

Monico Rodriguez
Principal
O'Grady Elementary
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$20,462.50
5

The overall service that we received from Big Fundraising Ideas was excellent!

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Assistant Principal
Price Elementary
Raised:
$10,040.00
5

Big Fundraising Ideas is wonderful to work with. They are always available to help me and fix any problem the day I call.

Valerie Layton
PTO President
Sinton Elementary
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$22,020.00
5

We have done business with you for several years and we keep coming back! Thank you for your organization, service and personal attention!

Carmen Zavala
Principal
Villarreal Elementary
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$13,143.65
5

The overall service that we received from Big Fundraising Ideas was exceptional! They were very helpful and organized. The fundraiser kickoff and incentives really motivated the students to sell!

Jane Trevino
Assistant Principal
Ruiz Elementary
Raised:
$19,159.42
5

The overall service that we received from Big Fundraising Ideas was exceptional! I would definitely use Big Fundraising Ideas for our future fundraiser!

Marry Jo Torres
PTA Secretary
Fannin Elementary
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$14,396.00
5

This was our first fundraiser and it ran very smoothly. It helped to have the packet to explain the fundraiser process. I had a team in place that facilitated the fundraiser which made my job much easier. We were pleased with the profits and especially the super party. Big Fundraising Ideas was very helpful throughout the entire program. Thanks again for helping our first fundraiser to be a huge success.

Wanda Clark
Principal
Williamson Elementary
Raised:
$8,528.83
5

Everything ran smoothly with Big Fundraising Ideas. Step by step instructions were great. Thank you!

Maria Elena Rodriguez
Fundraising Chair
John F. Kennedy Elementary
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$28,091.00
5

Big Fundraising Ideas provides excellent service and I definitely recommend them to others.

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Principal
Zapata South Elementary
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$24,062.50
5

The service I have received over the past several years has been excellent. Despite the fact that they are from out of town, their service is exceptional.

Gloria Paredes
PTA Vice President
Milton Elementary
Raised:
$18,336.00
5

The beginning and set up of the fundraiser was very easy and straight forward. It was very nice to work with Big Fundraising Ideas. The catalogs and prize sheets were easy to read and very user friendly.

Rachel Quarnberg
Fundraising Coordinator
Anderson Elementary
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$7,944.50